All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VOO vs. TIBIX vs. VFIAX vs. VYM vs. VTV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2010-09-09💬 to Mon 2026-11-09 Overall
Return 		Exponential
Trendline
VOO × 		+489.96%
+11.60%/yr 		+10.83%/yr
R2=0.972
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX × 		+215.90%
+7.37%/yr 		+5.46%/yr
R2=0.849
Thornburg Investment Income Builder Fund Mutual Fund
VFIAX × 		+488.84%
+11.59%/yr 		+10.81%/yr
R2=0.972
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM × 		+351.53%
+9.77%/yr 		+8.32%/yr
R2=0.950
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV × 		+360.90%
+9.91%/yr 		+8.62%/yr
R2=0.955
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2010-09-09💬 to Mon 2026-11-09 Start
Value 		End
Value
VOO × 		$10,000.00
2010-09-09 		$58,996.37
2026-11-09
TIBIX × 		$10,000.00
2010-09-09 		$31,590.46
2026-11-09
VFIAX × 		$10,000.00
2010-09-09 		$58,883.86
2026-11-09
VYM × 		$10,000.00
2010-09-09 		$45,153.08
2026-11-09
VTV × 		$10,000.00
2010-09-09 		$46,089.81
2026-11-09

This Year’s Performance

through 2026-11-09

  YTD YoY
VOO × 		+6.60% +8.78%
TIBIX × 		+12.10% +19.54%
VFIAX × 		+6.61% +8.79%
VYM × 		+10.53% +13.96%
VTV × 		+15.77% +19.51%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VOO × 		−4.10%
on 2026-11-09
from 2026-08-13 peak 		−33.95%
on 2020-03-23
from 2020-02-19 peak
TIBIX × 		−3.50%
on 2026-11-09
from 2026-08-14 peak 		−34.98%
on 2020-03-23
from 2020-01-17 peak
VFIAX × 		−4.08%
on 2026-11-09
from 2026-08-13 peak 		−33.78%
on 2020-03-23
from 2020-02-19 peak
VYM × 		−3.17%
on 2026-11-09
from 2026-08-13 peak 		−35.39%
on 2020-03-23
from 2020-01-17 peak
VTV × 		−1.61%
on 2026-11-09
from 2026-11-04 peak 		−36.94%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Mon 2026-11-09 1 yr 2 yr 3 yr 5 yr 10 yr
VOO × 		+8.78% +20.23%
+9.65%/yr 		+63.87%
+17.90%/yr 		+41.42%
+7.18%/yr 		+192.86%
+11.34%/yr
TIBIX × 		+19.54% +49.78%
+22.39%/yr 		+80.45%
+21.74%/yr 		+67.09%
+10.81%/yr 		+129.35%
+8.66%/yr
VFIAX × 		+8.79% +20.28%
+9.67%/yr 		+63.87%
+17.90%/yr 		+41.33%
+7.16%/yr 		+192.32%
+11.32%/yr
VYM × 		+13.96% +20.58%
+9.81%/yr 		+58.00%
+16.47%/yr 		+39.58%
+6.90%/yr 		+116.55%
+8.03%/yr
VTV × 		+19.51% +23.83%
+11.28%/yr 		+62.31%
+17.52%/yr 		+44.45%
+7.63%/yr 		+136.20%
+8.98%/yr

Annual Returns

Year VOO TIBIX VFIAX VYM VTV
2026 (YTD) +6.60% +12.10% +6.61% +10.53% +15.77%
2025 +14.75% +33.44% +14.76% +12.42% +12.27%
2024 +21.47% +10.30% +21.47% +14.30% +12.71%
2023 +22.23% +14.45% +22.15% +3.14% +5.77%
2022 −23.14% −13.30% −23.13% −6.49% −8.03%
2021 +20.33% +12.44% +20.20% +17.90% +18.22%
2020 +16.73% −1.65% +16.73% −0.21% +0.96%
2019 +28.43% +15.37% +28.52% +21.29% +22.85%
2018 −6.29% −5.92% −6.24% −7.68% −7.24%
2017 +19.25% +12.85% +19.26% +14.01% +14.72%
2016 +9.89% +7.62% +9.67% +14.66% +14.73%
2015 +0.59% −5.76% +0.61% −0.45% −1.70%
2014 +12.71% +4.65% +12.80% +12.69% +12.32%
2013 +30.43% +15.11% +30.37% +28.15% +31.12%
2012 +14.02% +9.95% +13.99% +10.77% +13.22%
2011 −1.04% −2.17% −0.87% +7.36% −1.80%
2010 +14.34% +12.20% +13.35% +12.54% +12.85%
2009 — +39.88% +23.30% +14.08% +16.70%
2008 — −31.91% −37.03% −31.98% −35.94%
2007 — +15.05% +1.33% −2.62% −4.04%
2006 — +23.16% +12.91% +2.75% +19.37%
2005 — +7.90% +1.39% — +3.66%
2004 — +14.39% +8.10% — +10.78%
2003 — +6.18% +26.71% — —
2002 — — −23.93% — —
2001 — — −13.32% — —
2000 — — −2.09% — —